Horizon Investments, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 2,442 filers reported holding JPMORGAN CHASE & CO in Q1 2018. The put-call ratio across all filers is 0.87 and the average weighting 1.3%.

About JPMORGAN CHASE & CO

JPMorgan Chase & Co is one of the largest financial institutions in the world, with a market capitalization of over $400 billion. The company provides a wide range of financial services, including investment banking, commercial banking, and asset management. JPMorgan Chase & Co has a strong reputation for its expertise in the financial industry, and its leadership team is highly respected.

The company has a long history of success, and it has weathered many economic downturns over the years. JPMorgan Chase & Co has a strong balance sheet, with a healthy amount of capital and liquidity. The company has also been able to maintain a strong credit rating, which is a testament to its financial strength.

JPMorgan Chase & Co has a diverse range of businesses, which helps to mitigate risk. The company has a strong presence in the United States, but it also has a significant international presence. This allows the company to take advantage of growth opportunities in emerging markets.

Overall, JPMorgan Chase & Co is a well-managed company with a strong track record of success. While there are always risks associated with investing in any company, JPMorgan Chase & Co is a solid choice for investors who are looking for exposure to the financial industry.

It's important to note that this information is for educational purposes only and has not been fact-checked. As with any investment, it's important to do your own research and consult with a financial advisor before making any investment decisions.

Quarter-by-quarter ownership
Horizon Investments, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$11,134,010
-1.3%
77,341
-0.9%
0.34%
+4.6%
Q2 2023$11,275,478
-3.2%
78,058
-13.3%
0.32%
-6.1%
Q1 2023$11,647,603
+83497.2%
90,082
-13.9%
0.34%
-12.2%
Q4 2022$13,933
-99.7%
104,666
+117.3%
0.39%
+156.9%
Q3 2022$4,990,000
+67.4%
48,176
+80.4%
0.15%
+62.8%
Q2 2022$2,980,000
-40.6%
26,699
-28.0%
0.09%
-33.8%
Q1 2022$5,020,000
+1.2%
37,094
+17.7%
0.14%
-3.4%
Q4 2021$4,960,000
+4.8%
31,508
+8.4%
0.15%
+18.5%
Q3 2021$4,731,000
-12.4%
29,076
-16.7%
0.12%
-23.0%
Q2 2021$5,399,000
+38.3%
34,913
+36.1%
0.16%
+12.6%
Q1 2021$3,904,000
-19.8%
25,648
-49.7%
0.14%
-17.8%
Q3 2020$4,866,000
-26.9%
51,013
-28.6%
0.17%
+6.1%
Q2 2020$6,655,000
+157.8%
71,444
+146.6%
0.16%
+30.2%
Q1 2020$2,581,000
-71.5%
28,973
-55.5%
0.13%
-68.3%
Q4 2019$9,072,000
+50.0%
65,081
+25.7%
0.40%
+62.4%
Q3 2019$6,046,000
+312.4%
51,789
+295.0%
0.24%
+497.6%
Q2 2019$1,466,000
+23.0%
13,112
+10.5%
0.04%
-2.4%
Q1 2019$1,192,000
+152.0%
11,869
+145.0%
0.04%
+75.0%
Q4 2018$473,000
+92.3%
4,845
+121.1%
0.02%
+200.0%
Q3 2018$246,000
-12.1%
2,191
-14.0%
0.01%
-33.3%
Q1 2018$280,000
-53.9%
2,549
-63.8%
0.01%
-71.4%
Q4 2016$607,000
+126.5%
7,037
+75.0%
0.04%
+133.3%
Q3 2016$268,000
-46.1%
4,022
-46.6%
0.02%
-53.8%
Q4 2015$497,0007,5340.04%
Other shareholders
JPMORGAN CHASE & CO shareholders Q1 2018
NameSharesValueWeighting ↓
Rempart Asset Management Inc. 130,612$22,217,1014.59%
Founders Capital Management 36,868$6,271,1964.56%
McBroom & Associates, LLC 34,998$5,953,1604.34%
Martin Capital Partners, LLC 54,899$9,3383.81%
PARK NATIONAL CORP /OH/ 460,753$78,374,0863.21%
CANANDAIGUA NATIONAL BANK & TRUST CO 106,985$18,198,1492.81%
Somerset Trust Co 37,688$6,410,7292.81%
TRUST CO OF TOLEDO NA /OH/ 93,166$15,847,5362.73%
Compass Wealth Management LLC 53,479$9,096,7802.54%
CHEMUNG CANAL TRUST CO 70,778$12,039,3582.49%
View complete list of JPMORGAN CHASE & CO shareholders